CHAMBERS FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CHAMBERS FAMILY FOUNDATION (EIN 77-0443168)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-22
IRS object ID
202412969349100426
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-22T15:41:54-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Rosewood Family Advisors LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12475 Hanover Street Ste 100AddressLine1Txt
CityPalo AltoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770443168EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHAMBERS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ROSEWOOD FAMILY ADVISORS LLPInCareOfNm
Business Name ControlCHAMBusinessNameControlTxt
Phone6503132003PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 61239 DEPT 12AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94306ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN T CHAMBERS PRESIDENTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6503132003PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCayce L Craven PartnerPreparerPersonNm
PTINP00294777PTIN
Phone6503132000PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,694,756FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$25,730InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$25,730InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$248,048DividendsRevAndExpnssAmt
Dividends Net Invst Incm$248,048DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$344,420NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,615,040GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$70,642TotalRevAndExpnssAmt
Total Net Invst Incm$273,778TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$40,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$330OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$330OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$45,580TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$330TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,979,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,979,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,025,080TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$330TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,979,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,095,722ExcessRevenueOverExpensesAmt
Net Investment Income$273,448NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,940,175SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,792,729SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,792,729SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$8,051,724CorporateStockEOYAmt
Corporate Stock EOYFMV$8,902,027CorporateStockEOYFMVAmt
Total Assets BOY$13,940,175TotalAssetsBOYAmt
Total Assets EOY$11,844,453TotalAssetsEOYAmt
Total Assets EOYFMV$12,694,756TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$13,940,175CapitalStockBOYAmt
Capital Stock EOY$11,844,453CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$13,940,175TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,844,453TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,940,175TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,844,453TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,940,175TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,095,722ExcessRevenueOverExpensesAmt
Subtotal$11,844,453SubtotalAmt
Tot Net Ast Or Fund Balances EOY$11,844,453TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
21,450 SHS PROSHARE ULTRA DOW30P2023-09-25$1,398,179$1,481,429-$83,250-$83,250
37,325 PROSHARES ULTRA QQQP2023-09-25$2,216,861$2,478,031-$261,170-$261,170
FieldValueIRS element (for citing)
Capital Gain Net Income-$344,420CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,801InvestmentIncomeExciseTaxAmt
Subtotal$3,801SubtotalAmt
Tax Based On Investment Income$3,801TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,363EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$5,363TotalPaymentsAndCreditsAmt
Overpayment$1,562OverpaymentAmt
Applied To ES Tax$1,562AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROSEWOOD FAMILY ADVISORS LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6503132003PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 61239 DEPT 12AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94306ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN T CHAMBERS
PO BOX 61239 DEPT 12PALO ALTOCA94306PRESIDENT/ CEO1.0$0$0$0
CONSTANCE E CHAMBERS
PO BOX 61239 DEPT 12PALO ALTOCA94306TREASURER/CFO/ SECRETARY1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,603,396AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,558,950AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,162,346TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,162,346AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$227,435CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,934,911NetVlNoncharitableAssetsAmt
Minimum Investment Return$746,746MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$746,746MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,801TaxBasedOnInvestmentIncomeAmt
Total Tax$3,801TotalTaxAmt
Distributable Before Adj$742,945DistributableBeforeAdjAmt
Distributable Before Ded$742,945DistributableBeforeDedAmt
Distributable As Adjusted$742,945DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,979,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,979,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$742,945DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,746,113ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,088,932ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,378,114ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,633,441ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,828,709ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,675,309TotalExcessDistributionCyovAmt
Qualifying Distributions$1,979,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$742,945AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,236,555RemainingDistriFromCorpusAmt
Total Corpus$13,911,864TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,746,113ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$11,165,751ExcessDistriCyovToNextYrAmt
Excess From Year4$3,088,932ExcessFromYear4Amt
Excess From Year3$3,378,114ExcessFromYear3Amt
Excess From Year2$1,633,441ExcessFromYear2Amt
Excess From Year1$1,828,709ExcessFromYear1Amt
Excess From Current Year$1,236,555ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN T CHAMBERSContributingManagerNm
Contributing ManagerCONSTANCE E CHAMBERSContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CASTILLEJA SCHOOL FOUNDATION
1310 BRYANT STREETPALO ALTOCA94301NONEPCGENERAL CHARITABLE PURPOSE$30,000
SECOND HARVEST OF SILICON VALLEY
750 CURNTER AVENUESAN JOSECA95125NONEPCGENERAL CHARITABLE PURPOSE$250,000
LELAND STANFORD JUNIOR UNIVERSITY
326 GALVEZ STREETSTANFORDCA943056105NONEPCTHE CHAMBERS FUND FOR INSPIRE PROGRAM$100,000
CASTILLEJA SCHOOL FOUNDATION
1310 BRYANT STREETPALO ALTOCA94301NONEPCGENERAL CHARITABLE PURPOSE$250,000
CANCER CAREPOINT
2505 SAMARITAN DRIVE BUILDING 400SAN JOSECA95124NONEPC2023 VERY MERRY GARDEN PARTY$10,000SUITE 402
UNIVERSITY OF CINCINNATI FOUNDATION
PO BOX 19970CINCINNATIOH452190970NONEPCGIFT WILL BE USED TO SUPPORT THE PORTMAN CENTER FOR POLICY SOLUTIONS ENDOWMENT FUND$15,000
WEST VIRGINIA UNIVERSITY FOUNDATION
ONE WATERFRONT PLACEMORGANTOWNWV265071650NONEPCWVU COLLEGE - MOUNTAINEERS ATHLETIC CLUB$532,5007TH FLOOR PO BOX 1650
DUKE UNIVERSITY
BOX 90581DURHAMNC277080581NONEPCPRATT ANNUAL FUND - UNRESTRICTED$75,000
THE JORDAN SMELSKI FOUNDATION
PO BOX 470430LAKE MONROEFL32747NONEPCDONATION FOR AMOEBA AWARENESS$1,000
LELAND STANFORD JUNIOR UNIVERSITY
326 GALVEZ STREETSTANFORDCA943056105NONEPCTHE TECHNOLOGY, ECONOMICS, AND GOVERNANCE WORKING GROUP FUND$50,000
CDC FOUNDATION
PO BOX 748645ATLANTAGA303687300NONEPCGENERAL CHARITABLE PURPOSE$250,000
COVENANT HOUSE CALIFORNIA
1325 NORTH WESTERN AVENUEHOLLYWOODCA90027NONEPCGENERAL CHARITABLE PURPOSE$1,000
CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION
3188 AIRWAY AVENUECOSTA MESACA92626NONEPCGENERAL CHARITABLE PURPOSE$15,000SUITE C
LEADING FOR KIDS
PO BOX 610078REDWOOD CITYCA94061NONEPCGENERAL CHARITY PURPOSE$25,000
CHILDREN'S HEALTH COUNCIL
650 CLARK WAYPALO ALTOCA94304NONEPCGENERAL CHARITABLE PURPOSE$25,000
BOYS & GIRLS CLUB OF THE PENINSULA
401 PIERCE ROADMENLO PARKCA94025NONEPCGENERAL CHARITABLE PURPOSE$25,000
AMERICAN HEART ASSOCIATION
NATIONAL ENGAGEMENT CENTERDALLASTX75231NONEPCGENERAL CHARITABLE PURPOSE$50,0007272 GREENVILLE AVE
RONALD MCDONALDS HOUSE CHARITIES
510 SAND HILL ROADPALO ALTOCA94304NONEPCPROVIDE HOUSING, MEALS, AND SPECIALIZED SERVICES TO FAMILIES WITH CRITICALLY ILL CHILDREN$25,000
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
400 HAMILTON AVENUE SUITE 340PALO ALTOCA94301NONEPCTHE CHAMBERS PEDIATRIC ONCOLOGY CLINICAL TRIAL FUND$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,979,500TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
400 HAMILTON AVENUE SUITE 340PALO ALTOCA94301NONEPCTHE CHAMBERS PEDIATRIC ONCOLOGY CLINICAL TRIAL FUND$500,000
WEST VIRGINIA UNIVERSITY FOUNDATION
ONE WATERFRONT PLACEMORGANTOWNWV265071650NONEPCWVU COLLEGE - MOUNTAINEERS ATHLETIC CLUB$532,5007TH FLOOR
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,032,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,730ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$248,048ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$344,420ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$70,642ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$70,642TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization TypeN/AOrganizationTypeDesc
Relationship DescriptionN/ARelationshipDescriptionTxt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$40,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$8,051,724EOYBookValueAmt
EOYFMV$8,902,027EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEE$305$305
FEES & LICENSES$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryESTIMATED TAXESCategoryTxt
Amt$5,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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